live from the nasdaq market site in new york city, i'm melissa lee. here are tonight's top three trades. mr. shake shack himself, danny meyer, talks consumers and the cliff. are people still spending in this tough economic climate? plus, i-tv. will apple disrupt another media industry and what will it take to give the stock a second wind? and can red box really give netflix a run for its money? but first, our top story, of course, the fed making a change to monetary policy, linking future moves to the rate of unemployment. for more, let's bring in the man who said to have his finger on the pulse of the fed, the chief economics correspondent at "the wall street journal." john, great to have you with us. >> great to be back. >> do you think this is a good thing or bad thing? >> oh, god. i don't want to pass judgment. i think only history is going to be able to tell if it was good or bad. i think there's a risk here, though, which is, the felt's been trying to do all these things to clarify what it's trying to do, and they run the risk of confusing peopl